CIM

CIM Investment Management Portfolio holdings

AUM $369M
1-Year Est. Return 22.35%
This Quarter Est. Return
1 Year Est. Return
+22.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$291M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
379
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$2.11M
3
+$1.59M
4
CHK
Chesapeake Energy Corporation
CHK
+$1.06M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$978K

Top Sells

1
+$1.8M
2
+$1.3M
3
+$1.19M
4
SBUX icon
Starbucks
SBUX
+$977K
5
CI icon
Cigna
CI
+$944K

Sector Composition

1 Financials 11.72%
2 Technology 10.8%
3 Healthcare 9.4%
4 Industrials 7.84%
5 Consumer Discretionary 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$404K 0.14%
8,092
202
$403K 0.14%
5,398
203
$402K 0.14%
839
204
$401K 0.14%
6,036
205
$398K 0.14%
4,365
206
$397K 0.14%
3,354
207
$395K 0.14%
5,669
208
$395K 0.14%
16,625
209
$394K 0.14%
6,321
210
$393K 0.14%
8,125
-783
211
$393K 0.14%
38,765
-38,760
212
$392K 0.13%
18,330
213
$389K 0.13%
7,778
214
$386K 0.13%
16,056
-1,581
215
$381K 0.13%
4,822
216
$381K 0.13%
4,889
217
$378K 0.13%
15,000
218
$376K 0.13%
3,835
219
$375K 0.13%
2,968
220
$374K 0.13%
15,000
221
$373K 0.13%
31,252
222
$372K 0.13%
5,913
223
$368K 0.13%
6,729
224
$365K 0.13%
18,478
-1,758
225
$364K 0.13%
13,796
7 8
9
10 11